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Two Creeks Capital Management, LP: KLAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Two Creeks Capital Management, LP on KLAC, newest first. How the timeline and the estimate are built.

Two Creeks Capital Management, LP held 0 KLAC shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -29,089 shares

    13F-HR 0001172661-25-004816 filed by Two Creeks Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 29,089 shares
    Change vs previous 13F -67,041 shares

    1.73% of the 13F portfolio, value $26,056,181.

    13F-HR 0001172661-25-003357 filed by Two Creeks Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 96,130 shares
    Change vs previous 13F +2,017 shares

    4.18% of the 13F portfolio, value $65,349,174.

    13F-HR 0001172661-25-002070 filed by Two Creeks Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 94,113 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $59,302,484.

    13F-HR 0001172661-25-000957 filed by Two Creeks Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).